UTI Credit Risk (Debt, Debt Credit Risk)

Moderate
5 yrs 12 monthsStarted on:19 Nov 2012
₹ 5093.38 Cras on: 15 Nov 2018
Mid Term & Long Horizon
1.67%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD4.25
1 Month0.48
3 Month1.02
1 YR4.50
2 YR5.92
3 YR7.35

SIP Returns

TenureReturns (CAGR)
1 YR4.8
2 YR5.22
3 YR6.29
5 YR7.47

Portfolio

Company Name% Assets
Green Infra Wind Energy Ltd. 04/08/2023 9.65%5.48
Altico Capital India Pvt Ltd. 16/08/20213.9
Edelweiss Commodities Services Ltd. 06/08/2021 9.55%3.88
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%3.8
Dewan Housing Finance Corpn. Ltd. 04/06/20213.69
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%3.6
DMI Finance Ltd. 14/06/20202.92
Vodafone Mobile Services Ltd. 10/07/2020 8.25%2.84
DMI Finance Ltd. 14/06/20211.95
NUVOCO Vistas Corp Ltd. 14/09/2019 8.47%1.94

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.38%
Beta0.51%
Sharpe Ratio0.54

Ritesh Nambiar

Mr. Nambiar is an MMS (Finance), CFA and FRM holder.
Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).
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